Automatic group creation rules are used when it’s necessary to include a large number of people in a group—for example, to restrict a campaign to a specific audience. In this case, instead of manually adding users one by one, the platform uses their profile data (department, location, division, etc.) as import criteria.
Creating a Group Rule
To automate the addition of users to a group, go to the Gear Menu 👉 Groups, click the “+” icon, and enable the option Use Import Rules?
Rules are created using user profile fields and logical operators like AND and/or OR. To begin the process, click New Group of Rules.
For example, suppose you want to add to a group all employees from the Human Resources department AND who live in Washington OR who have the Approver profile.
Creating the "AND" logic
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Hover over the “+” icon and select Department;
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Type Human Resources and select the corresponding option;
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Hover over the “+” icon again and select Location;
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Type Washington and select the corresponding option;
Creating the "OR" logic
With the AND logic created, click the New Rule Group button again. In the new section:
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Hover over the “+” icon and select Profile;
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Type Approver and select the corresponding option;
In the end, your rule will look like the image below. To finalize, click Save.
The rule runs automatically every night, but if you want it to update immediately, just click the refresh icon 🔄 in the group listing.